Getting onboarding right is one of the smartest growth moves your institution can make. The first 90–180 days of a new customer or member relationship set the tone for everything that follows. Nail that early experience, and you’ll build trust, demonstrate value, and set the stage for long-term engagement. Miss the mark, and you risk dormancy, attrition, and wasted acquisition dollars.
Don't miss this idea-packed webinar to learn how cadence, content, and channel work together to turn first impressions into lasting relationships. Hear firsthand from marketing professionals at financial institutions like yours on how they turned onboarding into a measurable growth engine.
What You’ll Learn:
- How to design onboarding journeys that build early awareness, trust, and engagement
- Proven tactics for aligning cadence, content, and channel for measurable results
- Practical ways to modernize onboarding using data, automation, and behavioral insights
- Real-world lessons from FI marketing professionals on creating onboarding campaigns that deliver results
You’ll leave with actionable ideas to strengthen new relationships, boost product adoption, and drive long-term growth.
Save your spot today and start turning new relationships into lasting loyalty.
Data-driven Marketing Software for Banks and Credit Unions
We’ve helped over 500 banks and credit unions turn $1 into $5 with our data-driven marketing solutions. Our technology brings together all of your data, giving you powerful insight into every financial journey —so you can drive more effective engagement that deepens relationship value.
